Relationship Manager-All India
Published date: 2024/01/10
- Location: Delhi , Delhi, India
Job Description
Roles and Responsibilities
To promote all the product line of Mutual Fund
To up sell Mutual Fund products to Retail/HNI Clients
To generate fresh leads and acquire clients through reference to shore up the clientele
To achieve sales and revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
and upgrading the Client Net worth relationships
Profiling customers and provide Investment plan financial advice to the client/HNI clients
Ensuring the highest levels of service to the client /HNI clients
One point of contact for the assigned client
To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients
through regular weekly / monthly calls
Desired Candidate Profile
Experience- 1 to 7 year
Perks And Benefits
CTC- 3 to 8Lac
This job is provided by Shine.com
Roles and Responsibilities
To promote all the product line of Mutual Fund
To up sell Mutual Fund products to Retail/HNI Clients
To generate fresh leads and acquire clients through reference to shore up the clientele
To achieve sales and revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
and upgrading the Client Net worth relationships
Profiling customers and provide Investment plan financial advice to the client/HNI clients
Ensuring the highest levels of service to the client /HNI clients
One point of contact for the assigned client
To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients
through regular weekly / monthly calls
Desired Candidate Profile
Experience- 1 to 7 year
Perks And Benefits
CTC- 3 to 8Lac
This job is provided by Shine.com
0 page views
Related listings
-
Tele Caller ExecutiveFresherLooking for a sales representative who can do outbound calls for Visa & Immigration Company !! Interested candidates can share their CV with us!! Key Skills Desire Skill required: Average communication skills, selling skills, self Motivator, Shou...2026/11/10
-
Required Counter sales male & Female For supermarketFresherHiring for counter sales job in supermarket Qualification- 10th pass to graduate Good communication skills & required Salary- 14000 ctc + incentive + Cab Job Types: फ़ुल-टाइम, नियमित / स्थायी, फ्रेशर Salary: ₹१४,०००.०० per month Benefits: आने जान...2026/11/10
-
Telecaller inbound processFresherResponsiblities: Making Inbound and Outbound calls with potential customers and explaining the services offered by the company. Calling, converting and closing prospects to customers. Maintaining Lead Database records of the Clients Maintain Data for...2026/11/10